Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| 1 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DO
426
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $33.3M | 0.01% | 5,652,779 -830,173 | -13% | -$4.89M |
|
427
Schlumberger
SLB
$55B
| $33.1M | 0.01% | 925,899 +3,998 | +0.4% | +$143K |
|
|
SIX
428
DELISTED
Six Flags Entertainment Corp.
SIX
| $32.9M | 0.01% | 1,514,000 | – | – |
|
429
Warner Bros
WBD
$28.8B
| $32.5M | 0.01% | +2,419,170 | New | +$32.5M |
|
430
Helmerich & Payne
HP
$2.08B
| $32.2M | 0.01% | +747,500 | New | +$32.2M |
|
431
First Advantage
FA
$2.85B
| $31.8M | 0.01% | 2,509,000 -2,102,684 | -46% | -$26.6M |
|
432
TechnipFMC
FTI
$15.1B
| $31.2M | 0.01% | +4,630,978 | New | +$31.2M |
|
433
Fresh Del Monte Produce
FDP
$1.74B
| $30.4M | 0.01% | 1,028,000 | – | – |
|
434
Incyte
INCY
$16.5B
| $30.1M | 0.01% | 396,000 | – | – |
|
|
UMPQ
435
DELISTED
Umpqua Holdings Corp
UMPQ
| $29.9M | 0.01% | 1,785,500 | – | – |
|
|
ARCE
436
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $29.8M | 0.01% | 1,995,488 +473,540 | +31% | +$7.07M |
|
437
Victory Capital Holdings
VCTR
$4.76B
| $28.8M | 0.01% | 1,196,000 +180,000 | +18% | +$4.34M |
|
438
MakeMyTrip
MMYT
$9.4B
| $28.7M | 0.01% | +1,117,600 | New | +$28.7M |
|
439
Paymentus
PAY
$4.88B
| $28.5M | 0.01% | 2,127,911 | – | – |
|
440
Moelis & Co
MC
$5.35B
| $28.3M | 0.01% | 719,000 | – | – |
|
441
Janus Henderson
JHG
$6.91B
| $28.2M | 0.01% | 1,200,041 | – | – |
|
|
SRRA
442
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
| $27M | 0.01% | +490,809 | New | +$27M |
|
443
Goosehead Insurance
GSHD
$2.15B
| $25.9M | 0.01% | 568,000 | – | – |
|
444
Fidelity National Information Services
FIS
$36.5B
| $25.7M | 0.01% | +280,484 | New | +$25.7M |
|
|
AMK
445
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $25.3M | 0.01% | 1,350,000 | – | – |
|
446
Seer Inc
SEER
$115M
| $25.2M | 0.01% | 2,817,666 +647,666 | +30% | +$5.8M |
|
447
Artisan Partners
APAM
$3.3B
| $25.1M | 0.01% | 705,000 | – | – |
|
|
ARVL
448
DELISTED
Arrival Ordinary Shares
ARVL
| $24.8M | 0.01% | 15,712,493 -14,644,412 | -48% | -$23.1M |
|
449
Twist Bioscience
TWST
$1.63B
| $24.6M | 0.01% | 704,000 -4,091,848 | -85% | -$143M |
|
450
On Holding
ONON
$14.7B
| $24.6M | 0.01% | 1,389,133 +331,300 | +31% | +$5.86M |
|